CSI Lawyer 10.0

CSI Lawyer 10.0 comes with a long list of new features and improvements. To ensure that your office can take the full benefit of the new version, please see the “CSI Lawyer 10.0 - Change document” which is available in the CSI extranet.

The top new features of the version are the following:

Blacklisting

• You can keep a record of customers for which assignments should not be opened.

Customer identification

• You can set an identification validity period according to a customer’s risk assessment, use former identifications as templates for new ones, and integrate CSI Lawyer to 3^rd party KYC tools.

Assignment request

• You can create real customers, carry out customer identification and set pricing already for an assignment request.

Pricing

• You can define role price lists to easily manage and update role prices for multiple customers, set normal assignments as non-billable for e.g. Pro bono purposes, update users’ cost prices to transactions and invoice rows, and monitor users’ hour price history.

Customer plan

• You can create a plan to improve your relationship with your customer or prospect by defining a team and the activities required.

Setting reports as favorites

• You can define your most regularly needed reports as favorites to open them quickly from the top bar of the software.

Sending reminders by email

• You can define system reminders to be sent by email, making it easier to react to them.

The Related action

• You can directly navigate e.g. to any folder of an individual assignment from the Assignment list by right-clicking the mouse and selecting “Related”.

User rights

• You also have in your use new parameters for defining access rights based on a user group.

For the full list of changes of the CSI Lawyer version 10.0, please see the Change document available in CSI’s extranet.